Yes, you can check your account details on www.motilaloswal.com
Procedure:
1. Click on Login tab in the extreme right
2. Select My Motilal Oswal from the dropdown
3. Select login as Customer
4. Select login with as equity client code
5. Enter the password

Lite-Desktop Exe/Web:
1. Login to the Lite-Desktop / Lite-Web with your credentials
2. Select reports-> My reports
3. Enter the login id and password

With S & P Financial Services, you can start investing in a wide range of investment options including equities,derivatives, IPOs, mutual funds, commodities, currencies, ETFs and much more.

Yes. Our highly experienced advisory team values your future and recommends stocks to invest in for a few days to a few years.

You can track your account status by calling our Investment Advisor and he will give you all the details, you can also email us on info@truewealthfinancials.com and let us know what information you require.

No. You need to open an online trading account to trade online with us.

Funds transfer is a very simple process which can be done online after logging in the online terminal.

Yes, you can submit a cheque but the buying limit would be provided to your trading account after the cheque is cleared by the bank.

No

It will normally take 3-6 working days for payments through cheque to be cleared. When you use our payment gateway, the funds are instantly allocated to your account.

No, The cheque or bank transfer should be in the name of the account holder and from the bank account specified by the account holder at the time of account opening.

We focus to assist you with every aspect of your financial life that you are concerned with, we also focus on our discussions to keep our clients well protected.

Financial planning is a form of financial management that looks at an individual’s overall financial picture. A financial planner will often ask a prospective client to fill out an extensive questionnaire in order to understand his or her financial needs and goals. The planner will usually put together a detailed short-term plan designed to improve the client’s overall position.

Yes, we do recommend mutual funds because of the following benefits:
1. Risk Diversification: Every stock is subject to unsystematic risk, which means that it is unique to the company, and systematic risk, which applies to the entire market. Mutual funds help investors diversify this type of risk by investing in a portfolio of stocks across different sectors.
2. Smaller capital outlay: Investors who want to build a diversified stock portfolio will need to invest a large amount of money. However, investors can own a diversified portfolio of stocks through mutual funds with less money, since mutual funds pool the money and invest it for all the investors.
3. Investment expertise: Mutual funds are managed by professional fund managers who have the desired qualification, expertise and experience in picking the right stocks or other instruments to get the best risk adjusted returns.
4. Variety of modes of investments: Mutual funds offer investors flexibility in terms of investment options. Investors can choose from a variety of modes including lump sum, systematic investment plans (SIP), and systematic withdrawal plans (SWP). Growth is an option that allows you to benefit from compounded returns over a long period.
5. Disciplined investing: Mutual Fund SIPs help investors to invest in a disciplined manner. Many investors fail to build a substantial investment corpus because they are not able to invest in a disciplined way. Mutual fund SIPs help investors maintain a disciplined approach towards investment.

S & P Financial Services combines the ease and convenience of investing online with the robust support of a skilled financial planner. With TWS you can rest assured that the investment recommendations made will be free of conflicts, and in the interest of achieving your long-term goals alone. Our service has been built entirely on our quality of advice.

Yes, After a prior appointment via phone call on 9425551580 or email on info@truewealthfinancials.com you can definitely have a face to face meeting with our experienced Advisors.